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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
601
Sheets Smith Wealth Management
North Carolina
$339K +$8.8K +60 +3%
IAIM
602
International Assets Investment Management
Florida
$336K -$265K -1,809 -45%
QT
603
Quantamental Technologies
New York
$335K +$318K +2,172 New
AAS
604
Ameritas Advisory Services
Nebraska
$330K -$56.6K -386 -15%
IAS
605
Insigneo Advisory Services
Florida
$324K +$15K +102 +5%
IAA
606
Independent Advisor Alliance
North Carolina
$323K +$307K +2,092 New
LNWTC
607
Laird Norton Wetherby Trust Company
Washington
$322K +$306K +2,090 New
SFG
608
Synergy Financial Group
California
$320K -$48.1K -328 -14%
AF
609
Alerus Financial
North Dakota
$315K -$186K -1,270 -38%
LNC
610
Lincoln National Corp
Pennsylvania
$315K -$632K -4,308 -68%
GCM
611
Gables Capital Management
Florida
$312K +$132K +900 +80%
VWM
612
Venturi Wealth Management
Texas
$312K +$296K +2,019 New
FWM
613
FFT Wealth Management
Pennsylvania
$311K +$1.47K +10 +0.5%
IWP
614
Icon Wealth Partners
Texas
$311K +$295K +2,013 New
DILIC
615
Dai-ichi Life Insurance Company
Japan
$311K – – –
GVAG
616
Great Valley Advisor Group
Delaware
$309K -$3.96K -27 -1%
SC
617
Shay Capital
New York
$309K +$293K +2,000 New
ACA
618
Aptus Capital Advisors
Alabama
$306K +$291K +1,986 New
GWANC
619
Guardian Wealth Advisors (North Carolina)
North Carolina
$306K +$291K +1,986 New
IA
620
IFP Advisors
Florida
$305K -$185K -1,262 -51%
HIA
621
Harbor Investment Advisory
Maryland
$304K -$3.37K -23 -1%
TWM
622
Tradition Wealth Management
Minnesota
$304K +$23.2K +158 +9%
EAM
623
Evanson Asset Management
California
$303K – – –
DF
624
Donoghue Forlines
Massachusetts
$300K -$33.1K -226 -10%
Nomura Holdings
625
Nomura Holdings
Japan
$299K +$285K +1,941 New